See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,556 | $171,865-3.1% | $149,718+11.2% | $147,584+12.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.52% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,777 | $6,275-71.7% | $5,445-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $5,210 | $7,271-28.3% | $6,569-20.7% | $5,439-4.2% |
| Admin fee / account holder | $1,860 | $13,799-86.5% | $11,283-83.5% | $10,885-82.9% |